blog lander hero background image
All Insights

Tax Strategies Insights

Joe Ferreira, Sam Marshall and Jack Rabuck

Tax Strategies

Incentive Stock Options and the Alternative Minimum Tax Catch-22

July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…

Joe Ferreira, Sam Marshall and Jack Rabuck

Joshua Norman

Principal

Tax Strategies

NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares

July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net…

Joshua Norman, Principal

Natalia Tchetchoulina

Partner

Tax Strategies

How to Pass Down Prized Jewelry, Art, and Cars  

May 28, 2025 - Contemporary collectors want to convey their legacy to future generations. Learn how to properly pass down jewelry, art, and more to ensure the legacy endures.

Natalia Tchetchoulina, Partner
Tax Strategies

10 Smart Ways to Use Your Bonus

February 4, 2025 - Expecting a considerable bonus or other windfall? Our advisors share 10 smart ways to leverage it and thoughts on how to choose the right one…

Andrew Fisher

Partner

Tax Strategies

Tax Issues Facing U.S. Citizens Abroad

January 30, 2025 - Living overseas seems glamorous and often leads to personal and professional enrichment, but then there are the taxes. The U.S. tax system is more complicated…

Andrew Fisher, Partner

James R. Keller

Partner

Tax Strategies

Why Wyoming? Tax and Trust Advantages for Non-Residents   

January 24, 2025 - Wyoming’s progressive trust and LLC laws offer non-residents significant tax, privacy, and asset protection advantages. Learn how Wyoming’s estate and business planning laws can enhance…

James R. Keller, Partner

Paul Chmielewski

Partner

Tax Strategies

Why State Taxes Matter in Estate Planning

November 11, 2024 - On January 1, 2026, the federal estate tax exemption amount is scheduled to automatically decrease from $13.99 million per person (in 2025) to approximately $7…

Paul Chmielewski, Partner

Paul Chmielewski

Partner

Tax Strategies

The Sunset is Not Worth Waiting For

April 5, 2024 - Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…

Paul Chmielewski, Partner

Paul Chmielewski

Partner

Tax Strategies

Sell Your Business and Create a Family Legacy

August 14, 2023 - The sale of a business often represents the largest financial event in the business owner’s life. Partner Paul Chmielewski discusses the important pre- and post-sale…

Paul Chmielewski, Partner

Andrew Fisher

Partner

Tax Strategies

Living a Jet-Setter Retirement

March 14, 2023 - Are you planning for a jet-set retirement? Or are you already spending part of the year abroad? If so, Cerity Partners can help you navigate…

Andrew Fisher, Partner

Daniel Park and Cheryl Donaldson

Tax Strategies

Mitigating State “Millionaire’s Tax”: Filing Separately in Your State May Provide Relief

February 17, 2023 - With the passage of the Tax Cuts and Jobs Act of 2017 that eliminated the “marriage penalty” tax brackets, filing a joint federal tax return…

Daniel Park and Cheryl Donaldson

Steven J. Giacona

Partner & Practice Leader

Tax Strategies

Domicile vs. Tax Residency: What Is Domicile and How Do You Change It?

January 10, 2023 - What is a Domicile and What is a Residency? As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since…

Steven J. Giacona, Partner & Practice Leader

Frederic Behrens

Partner

Tax Strategies

Receiving an Inheritance From Abroad: Special Considerations for U.S. Taxpayers

January 10, 2023 - It is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for…

Frederic Behrens, Partner

Michael B. Fischer

Senior Principal

Tax Strategies

A Pitfall of the “Backdoor” Roth IRA Conversion

December 15, 2022 - Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to…

Michael B. Fischer, Senior Principal

Frederic Behrens

Partner

Tax Strategies

The Importance of U.S.-Listed and U.K. Reporting Funds for U.S. Taxpayers in the United Kingdom

December 14, 2022 - U.S. taxpayers living in the United Kingdom must carefully understand the impact of U.S. and U.K. tax laws on their investment portfolio. From a U.S.…

Frederic Behrens, Partner